Mutual Fund Fees

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Today, Richard Oring of New Century Financial Group joins Jon Gay to explain the various fees associated with mutual funds.

We cover:

  • What resources are there to find the costs and performance
  • Definitions to know
    • Front End Load
    • Back End Load
    • No Load
  • Fund expenses:
    • Management Fees
    • Distribution/12b1 Fees
    • Other
  • Fund Fees
    • Exchange Fee
    • Ticket Charges
    • Custodian Fees
  • How to know if what I own or am looking at is appropriate for the fees I’m paying
  • Questions you can ask your investment advisor

Resources:

Email Richard: ROring@ncfg.com

New Century Financial Group Website

Call Richard: 609-924-2049 x126

16 episoder